WATRX Mutual Fund

WATRX Mutual Fund

NAV$9.67
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See the full sector breakdown of WATRX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

WATRX Mutual Fund Sector Allocation

WATRX sector allocation breaks down across Financials (55.9%), Energy (3.2%), Information Technology (2.6%), Communication Services (2.0%), Industrials (1.7%). Across 473 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

WATRX sector exposure is important for understanding concentration risk. With Financials at 55.9%, the fund has significant sector concentration.

WATRX geographic allocation shows country exposure. WATRX overlap calculator reveals how sector exposure compares with other funds.